Becca Ferguson--Authentic Coaching/New Client Paperwork 📜

  • $9.99

New Client Paperwork 📜

  • Course
  • 3 Lessons

A single, fully editable Google Doc containing every core onboarding document busy therapists need: informed consent for psychotherapy; practice policies (cancellations, boundaries, minors, etc.); financial agreement with customizable fees; credit-card authorization; and HIPAA & telehealth privacy notice. Use it to copy/paste into your EHR or download as PDF—just update with your practice info and you’re ready to go!

Here’s What’s Inside

Take a Peek Before You Dive In

Each course or template comes with the tools you actually need—no fluff, no filler. Below, you’ll find a visual preview of what’s included, from workbooks and guided journals to forms, templates, and videos. Click any image to zoom in or get a closer look before you download.

This is your sneak peek to make sure it’s exactly what your practice (or your brain) needs right now.

Everything you need to get your legal & financial docs in order

New Client Paperwork Template

No guesswork, no fluff.

This fully editable bundle gives you the core paperwork every therapist must have before starting services. Skip the patchwork of half-baked consent forms and confusing templates—this Google Doc contains all the must-have sections in one place:

  • Informed Consent for Psychotherapy

  • Practice Policies (cancellations, boundaries, minors, releases, etc.)

  • Financial Agreement (space to insert your fees)

  • Credit Card Authorization

  • Notice of Privacy Practices (HIPAA & telehealth)

Each section is thoughtfully formatted and logo-free. Just click “Use Template,” plug in your practice details, save as PDF or share live, and you’re ready to welcome clients with confidence—without the admin headache.

Contents

Welcome! ✨

Well, hello there! 🙋🏼‍♀️

The Google Doc Template 📜

Streamline your practice’s paperwork with this easy-to-use Google Docs template. Whether you’re drafting client intake forms, referral letters, or treatment plans, this template is fully customizable to fit your practice’s unique needs. Once you click "use template," you can quickly edit and save the document directly to your Google Drive. With a clean, professional format, this template helps you stay organized and efficient, ensuring smooth operations for your private practice.

Google Doc Template đź”—

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  • $9.99

New Client Paperwork 📜

  • Course
  • 3 Lessons

A single, fully editable Google Doc containing every core onboarding document busy therapists need: informed consent for psychotherapy; practice policies (cancellations, boundaries, minors, etc.); financial agreement with customizable fees; credit-card authorization; and HIPAA & telehealth privacy notice. Use it to copy/paste into your EHR or download as PDF—just update with your practice info and you’re ready to go!

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